Calendly

Calendly

Calendly

Connect Calendly with all your business tools. Bookings, contact details and meeting data sync automatically in real time, keeping your scheduling smooth and organized.

Supported Integration

With CRM systems

Integrate Calendly with your CRM app that will enable syncing the customer data, creating new contact or adding a new form.

With Accounting

Generate invoices, orders, and quotes from closed deals. Sync financial records and ensure accuracy automatically.

With Accounting

Generate invoices, orders, and quotes from closed deals. Sync financial records and ensure accuracy automatically.

How does it work?

Calendly integration with the CRM app automatically updates your sales CRM whenever there is a Calendly meeting scheduled.

Contacts
Create or add contacts in the CRM app whenever there is a meeting scheduled in the Calendly app.

Leads
Calendly integration lets you automatically generate complete activity history of the customer which can be used for scoring leads.

Campaigns
You can send segmented marketing campaigns using Calendly data on your CRM that are based on website actions, engagements, or event registrations.

How does it work?

Calendly integration with the CRM app automatically updates your sales CRM whenever there is a Calendly meeting scheduled.

Contacts
Create or add contacts in the CRM app whenever there is a meeting scheduled in the Calendly app.

Leads
Calendly integration lets you automatically generate complete activity history of the customer which can be used for scoring leads.

Campaigns
You can send segmented marketing campaigns using Calendly data on your CRM that are based on website actions, engagements, or event registrations.

How does it work?

Calendly integration with the CRM app automatically updates your sales CRM whenever there is a Calendly meeting scheduled.

Contacts
Create or add contacts in the CRM app whenever there is a meeting scheduled in the Calendly app.

Leads
Calendly integration lets you automatically generate complete activity history of the customer which can be used for scoring leads.

Campaigns
You can send segmented marketing campaigns using Calendly data on your CRM that are based on website actions, engagements, or event registrations.

With Marketing systems

Integrate Calendly with your in-bound and out-bound marketing apps to sync real-time contacts and automatically fill in the seller’s pipelines and carry out targeted campaigns.

With Accounting

Generate invoices, orders, and quotes from closed deals. Sync financial records and ensure accuracy automatically.

With Accounting

Generate invoices, orders, and quotes from closed deals. Sync financial records and ensure accuracy automatically.

How does it work?

When there is a new meeting booked in Calendly, the info is synced to the marketing apps so that you can personalise marketing emails.

Contacts
Automatically sync all the contacts from Calendly to the marketing app in real-time and keep the list updated.

Deals
You can automatically move deals to different stages and navigate customers through these stages and sales pipelines.

How does it work?

When there is a new meeting booked in Calendly, the info is synced to the marketing apps so that you can personalise marketing emails.

Contacts
Automatically sync all the contacts from Calendly to the marketing app in real-time and keep the list updated.

Deals
You can automatically move deals to different stages and navigate customers through these stages and sales pipelines.

How does it work?

When there is a new meeting booked in Calendly, the info is synced to the marketing apps so that you can personalise marketing emails.

Contacts
Automatically sync all the contacts from Calendly to the marketing app in real-time and keep the list updated.

Deals
You can automatically move deals to different stages and navigate customers through these stages and sales pipelines.

Benefits of Integrating

Calendly

with Cloudify

Streamlined Scheduling Process

Calendly syncs with CRMs to auto-log meetings, update contacts and track lead activity, improving pipeline management.


Automated Notifications and Reminders

Integrations automate reminders and notifications, keeping everyone informed and reducing no-shows.

Enhanced Marketing Efforts

Connecting Calendly to email platforms triggers targeted sequences based on scheduled appointments, boosting engagement.

Better Team Collaboration

Calendly simplifies group scheduling by showing collective availability, making team meetings easier to organize.


Optimized Campaign Workflows

Integration with marketing tools triggers personalized follow-ups and workflows after appointments for higher conversions.

Integrated Workflow Automation

Calendly works with task and automation tools to update boards, create tasks and send follow-ups, increasing productivity.

Customized to your needs

Cloudify is a platform that automates most of your accounting tasks for your webshop sales.